Stock

Stocks, bonds or any other securities can be transferred as gifts. Giving the gift of stock has benefits for the giver. If the stock has appreciated in value, the holder can avoid paying the capital gains tax by giving it as a gift. Depending on how the stock is being held, there are two methods in transferring the ownership of a stock: physical and electronic.

If the stock is being held in certificate form, then transferring the physical stock will be required. The owner must endorse the stock by signing it in presence of a guarantor, which can be his or her bank or broker. There may also be a form on the back of the certificate, which relates to the transferring of ownership. After the certificate is filled out and signed, it will be rendered non-negotiable and become transferable to Milestone Centers.

Often though, there will not be a physical copy of the stock, but rather an electronic version. To gift the stock, the owner should gather the brokerage account information of the party they are gifting. The next step is to contact the gifter's broker, pass on the new account information, and order the electronic transfer to the other party.

Testimonials

I’m on a limited income, but I make it a priority to give to Milestone every month. My son is doing so well there. I’ll do whatever I can to support the organization.

- Catherine, mother of Milestone client

I want to thank Milestone HCQU West for the great trainings they provide for our individuals here at The ARC of Mercer County! We love HCQU West and are all excited about the pedometers that they gave us today! We appreciate it!

- Nicole Rudd, The ARC of Mercer County

My daughter has been at Milestone for nine years. She enjoys learning different jobs and she is very proud to bring home her paycheck and show everyone how hard she has worked.

Milestone HCQU West's 'Promoting Skin Integrity' course is very good. Everyone who takes care of people should take this course.

- Bobby, Mercer, PA

Milestone has opened a whole new world for my niece. She has come out of her shell; she’s happier and she has her own life.

- Laurie, aunt of a Milestone client

This was the first Milestone HCQU West webinar in which I participated and I found it to be worthwhile. I recommended upcoming webinars to my coworkers and lifesharing families.

- Allison, Lifesharing Agency, Bethlehem, PA

I love coming here.

- Joe, Milestone client

Milestone HCQU West's 'Commonly Prescribed Medications' course is really helpful. With this training I understand the importance of observing individuals before and after a medication has been administered.

- HCQU West Trainee, Loyalhanna, PA

Milestone has made a difference in my life.

- William, Milestone client

We are so thankful for Milestone’s Work Activity Center, and that our son gets to earn a paycheck with his friends.

- Geraldine, mother of Milestone client

The home study training courses offered by Milestone HCQU Northwest are a lifesaver for me! They are interesting and informative and most importantly, convenient to my schedule. I even share the home study courses with my staff, who are required to complete 12 hours of annual training. The topics are relevant to our issues and we have used the information in the day-to-day care of our residents.

- Laura Mesoraco, Owner/Administrator, AM/PM Personal Care Home, Inc.

I am writing in regard to Amy Simon (Milestone HCQU West) and her trainings. She is absolutely awesome! I learned so much from her. I loved how she interacted with the individuals, staff and myself. Amy never talked above anyone and was so matter of fact. Amy was always kind, hands-on and asked the individual for permission to complete things. I cannot say enough about how positive Amy is and how well she teaches. I am so glad I was able to meet Amy. So many times with what we do, we only hear the bad that we do!!! Amy is just wonderful!!!

- Jennifer Comperatore, FamilyLinks Supports Coordinator

Milestone treats me like an adult, the people here care about me.

- Dottye, Milestone client

I’m so grateful because Milestone fills a void for my son. He is much more sociable and gets along better with family members.

- Carol, mother of a Milestone client

While my daughter is experiencing many changes in her life right now and struggling to maintain some stability, I am thankful for the Milestone Work Activity Center, where she attends three days per week. It is the only constant in her life right now. I appreciate the understanding and flexibility they give to my daughter.